OneAmerica Asset Based LTC - CE Lunch Meeting (CE for WI & CFP)

200 Dousman Street,Green Bay WI 54303

27 October, 2022

Description

Are you:• Looking for alternatives to traditional long-term care insurance? • Concerned about what is going on in the long-term care industry? • Do you want to give your clients a solution that offers guarantees and will overcome most objections? We will cover:• Medicare and Medicaid – what it does and doesn’t cover • Case studies using different solutions: life and annuities with LTC riders • Using non-qualified annuities tax free for LTC under the Pension Protection Act We will ensure you know the newest trends impacting your client's and business. You will leave confident with starting the LTC Planning conversation with any client. You will also learn the multiple funding options offered by OneAmerica's Asset Care and Annuity Care LTC solutions, with: - Guaranteed premiums and benefits - Joint policies for couples - Up to Lifetime/Unlimited LTC coverage - Tax advantages and possible premium deductions for businesses/individuals - Opportunities for reasonable (limited) underwriting You will receive 1 hour of Insurance CE Credit for WI as well as CFP credit.